Philanthropic Trust Advisor

2 months ago

Atlanta, Georgia, United States Regions Full time

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Philanthropic Solutions Advisor advises individuals, families and institutions to achieve their charitable mission. The PS Advisor acquires clients, retains and develops relationships and associated revenue for a group of accounts for charitable and non-profit clients.

Primary Responsibilities

  • Understands clients' objectives and identifies and provides alternatives to appropriate stakeholders to retain and grow relationships
  • Develops internal and external relationships with existing and new centers-of- influence (COIs)
  • Prospects and develops internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations
  • Determines the financial viability and associated risks of client business
  • Oversees and provides exceptional service for client relationships, including following issues through to resolution, meeting deadlines, and anticipating strategic client needs including future opportunities and risks
  • Retains existing client relationships and maintains a focus on prudent revenue growth
  • Achieves assigned sales and retention goals
  • Understands client financial goals and objectives and providing Regions based solutions and expertise
  • Participates in client facing sales presentations and generation of new business opportunities
  • Serves as a subject matter expert on charitable and non-profit community issues, opportunities, trends, and may collaborate on white papers
  • Keeps abreast of the charitable and non-profit industry which may include local involvement in organizations
  • Develops knowledge and understanding of Regions' products and services in addition to a general understanding of Corporate Banking and Wealth businesses
  • Performs duties in compliance with policies and procedures, all applicable external regulations, and in accordance with Regions' capacity as outlined in governing documents

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

  • Bachelor's Degree with three (3) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving
  • Or High School Diploma or GED and seven (7) years of Trust or related experience, preferably in Endowments, Foundations, or Charitable Giving

Preferences

  • Advanced degree, e.g. Juris Doctorate (JD) or Master of Business Administration (MBA)

Skills and Competencies

  • Strong communicator to a diverse group on complicated issues and topics
  • Strong analytical and problem-solving skills including attention to detail
  • Strong oral, written, and organizational skills
  • Strong presentation and sales skills
  • Proven sales ability and knowledge of effective sales techniques
  • Proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$69,395.60 USD

Median:

$89,700.00 USD

Incentive Pay Plans:

This job is not incentive eligible.Opportunity to participate in the Long Term Incentive Plan.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.

Location DetailsBuckheadLocation:Atlanta, Georgia

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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